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List of Forms by Chapter - Chapter 1 — Estate Planning
- I. [1.1] Introduction
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II. [1.2] Definitions - III. [1.8] Client Information
- IV. Planning Treatments for Different Sizes of Estates
- V. [1.15] Categories of Assets and Forms of Ownership
- VI. Wills
- [1.24] Purpose
- [1.25] Specific Provisions
- [1.26] Revocation of Prior Wills and Introduction of Family Particulars
- [1.27] Payment of Debts
- [1.28] Specific Bequests
- [1.29] Residuary Distribution
- [1.30] Provisions for Children
- [1.31] Simple Direction
- [1.32] Children’s Trust
- [1.33] Guardianship of Minors
- [1.34] Rule Against Perpetuities; Qualified Perpetual Trust
- [1.35] Executor Designation
- [1.36] Executor Powers
- [1.37] Formalities of Execution
- VII. [1.38] Estate Tax Considerations
- VIII. [1.41] Trusts
- [1.42] Testamentary Trust
- [1.43] Revocable Trust
- [1.44] Marital Gift
- [1.45] Spouse’s Renunciation of Will
- [1.46] Marital Trust
- [1.47] Qualified Terminable Interest Property (QTIP) Trust
- [1.48] Credit Shelter Trust
- [1.49] Generation-Skipping Trust
- [1.50] Trustee Designation
- [1.51] Trustee Powers
- [1.52] Irrevocable Trust
- [1.53] Minor’s Trust
- [1.54] Section 2503(c) Trust
- [1.55] Illinois Uniform Transfers to Minors Act
- [1.56] Life Insurance Trust
- IX. [1.57] Gifts
- X. [1.67] Related Lifetime Disability Planning
- XI. [1.76] Premarital Agreements
- XII. [1.79] Postmortem Estate Planning and Disclaimers
- XIII. [1.80] Conclusion
- XIV. Appendix — Sample Forms
- Chapter 2 — Probate Administration
- I. [2.1] Introduction
- II. Initial Steps in Administering a Decedent’s Estate
- III. Opening a Probate Estate
- Forms of Probate
- [2.11] Summary Administration
- [2.12] Supervised Administration
- [2.13] Independent Administration
- [2.14] Venue
- [2.15] Opening the Probate Estate
- [2.16] Documents To Open the Estate — Testate
- [2.17] Documents To Open the Estate — Intestate
- [2.18] Opening the Court File
- [2.19] Hearing on the Petition
- Common Problems That May Arise
- [2.20] Invalid Attestation Clause in Will
- [2.21] Minor and Disabled Heirs and Legatees
- [2.22] Lost Will
- [2.23] Following the Hearing — Notices
- IV. [2.24] Contested Matters in Estates
- V. [2.31] Ancillary Probate
- VI. [2.32] Inventory and Accountings
- VII. Distribution of the Estate Assets
- Partial Distributions
- [2.36] After the Claims Period
- [2.37] Before the Claims Period
- [2.38] Final Distributions
- [2.39] Real Estate
- [2.40] Distributions to Minors/Persons with a Disability
- [2.41] Distributions to Trusts
- [2.42] Distributions to Deceased Beneficiaries
- [2.43] Insufficient Estate Assets — Creditors
- [2.44] Insufficient Estate Assets — Legatees
- VIII. [2.45] Closing the Estate
- IX. [2.48] Obligations of the Personal Representative
- X. Appraisals and Awards
- XI. Marshaling of Assets
- XII. Management of Decedent’s Assets
- XIII. Management of Decedent’s Business
- XIV. [2.69] Renunciation and Disclaimer
- XV. Taxes
- XVI. Appendix
- Patricia A. Hoke
Patricia A. Hoke
Patricia A. Hoke is a Partner in the firm of Barrett, Twomey, Broom, Hughes & Hoke, LLP, in Carbondale, where she focuses on general civil practice with an emphasis on estate planning and administration. She is an adjunct professor at Southern Illinois University. Ms. Hoke is a past member and Past Chair of the IICLE® Board of Directors, as well as a recipient of the IICLE Addis Hull Award. She is a member of the Jackson County, Illinois State, and American Bar Associations Ms. Hoke earned her B.S. and M.Acc. from Southern Illinois University and her J.D. magna cum laude from Southern Illinois University School of Law.
- Joel Schoenmeyer
Joel Schoenmeyer
Joel Schoenmeyer is the National Head of Estate Settlement Services for BMO Wealth Management, in Chicago, where he concentrates in estate settlement. He is a member of the Chicago Estate Planning Council. Mr. Schoenmeyer earned his B.A. with high honors from Michigan State University and his J.D. from the University of Michigan Law School where he was a member of Phi Beta Kappa.
Elements of Illinois Law: Estate Planning and Probate Administration 2020 Edition
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